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Table of Contents
Table of Contents 2
Introduction 3
1. Create Account 4
2. Login to Account 7
3. Add Content 8
4. Add Events 18
5. Add Alerts 23
6. Add Spanish Translation Content 25
7. Using the Map Link feature 27
8. Manage Content 28
9. Add Meta Tags 31
10. Logout 32
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Introduction
Live Better Idaho is a citizen portal introduced by the State of Idaho to enhance the delivery of health and human services that improve quality of life for Idahoans.
The benefits of the portal are twofold: A. To match web visitors with appropriate state and community partners in
healthcare, nutrition, and family support services for the State of Idaho. In the effort to build a bridge between citizens and state service providers, Live Better Idaho brokers the relationship between citizens and state agencies to make it easier to find the specific services citizens are seeking. The straightforward web portal applies filters for age, income, family size, and location to match a visitor’s user profile with the appropriate services. Citizens can also maintain a user account that tracks service information and updates
B. To offer community partners the ability to create a web profile containing information about services for the people of Idaho. A key component of the web portal is the ability for community partners to add and update information for citizens about community health and human services. Community partners can create an account at Live Better Idaho that allows access to create and update information about services for Idaho citizens. This guide is intended to help thirdparty community partners execute the following tasks:
a. Create Account b. Login to Account c. Add Content d. Add Events e. Add Alerts f. Add Spanish Translation g. Using the Map Link Feature h. Manage Content i. Log Out
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1. Create Account Creating a Partner account on Live Better Idaho is easy. An account allows community
partners to add, edit, and publish content to the Live Better Idaho website. To begin, visit http://www.livebetteridaho.org.
C. Click on the menu dropdown in the upper righthand corner of the page.
Select “Our Partners.”
D. Read the information about Partners, watch the introductory video, and send an
email to [email protected] to begin a conversation about the LBI website and how your service could fit into the site.
E. Click Request Partner Account on the right hand menu.
F. Read the Memorandum of Understanding (MOU), and check off the MOU Terms to indicate understanding of key MOU information.
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G. Complete the Request Partner Account form. Complete all required fields and as many of the optional fields as possible to help us to best understand the services you offer.
H. Type in your name and click Submit Account Request.
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I. Live Better Idaho staff will contact you within 57 business days to review your
request and discuss next steps J. When your account has been approved, you will receive an email with your User
Name and a temporary Password. You will use the link in the email to reset your password. This link is only active for 7 days, so please reset your password as soon as you receive the email.
K. Log in to start adding content for your service.
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2. Login to Account
Once an account has been activated, community partners can login at http://www.livebetteridaho.org/user.
A. To login, click on the menu dropdown in the upper righthand corner of the page and select “Log In.”
B. On the Log In page, enter the user name and password for the account and click the “Log in” button.
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3. Add Content When logged into the account, an admin menu bar will appear across the top of the website. From this admin menu bar, you can Add or Find Content, Manage Content in My Workbench, or search the Admin Menus with the Search feature.
A. To create a new Service page, click the “Add Content” dropdown in the left corner of
the menu bar and select “Service”.
B. Add a Service Name for your service. This is a required field, as are all fields
marked with a red asterisk (*).
C. Add Target Audience Demographics: These are required fields, as they are very important in determining the Likely Eligible flags placed on the services in the search results. NOTE: For these fields to contribute to placement of the likely eligible flags, Household Income Restrictions must be filled out, and either Audience Age Restrictions or Audience Categories must be filled out or both. If neither Age nor Audience is completed, or they only have N/A selected, the service will never be flagged as Likely Eligible.
a. Household Income Restrictions (%FPL): The Minimum and Maximum fields are optional fields, however, they are very important in determining the Likely Eligible flags placed on the services in the search results. Check the “ Household Income Restrictions are not applicable to this service ” checkbox if you do not wish to enter any values for these fields. It does not work to enter only one of the two fields. Enter both or none. Click the “Household Income Restrictions (%FPL)” tab and enter income restrictions for your service.
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b. Audience Categories: The Target Recipient categories are optional, however, they are very important in determining the Likely Eligible flags placed on the services in the search results. Check the “ Target Recipient (Audience/Who) is not applicable to this service ” checkbox if you do not wish to enter any values for these fields. Click on the Audience Categories tab to select Target Recipient (Audience/Who) options.
c. Audience – Age Restrictions. These are optional fields. These fields also play an important role in determining the Likely Eligible flags. Check the “ Audience Age restrictions are not applicable to this service ” checkbox if you do not wish to enter any values for these fields. Click the “Audience – Age Restrictions” tab and enter age restrictions for your service.
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D. Choose “Top Level Services/Categories” from the required drop down. This is the category relevant to your service.
E. Copy and paste, or type a brief summary of your service in the “Summary” field. If
you are adding content via copy and paste, change the Text format to “Plain Text” and use CTRL V to paste.
This Summary will appear in the “Quick View” of the service when the service is
displayed in a grid view with other similar services. (See an example of the Quick View below). If you choose to omit the Summary, the first 320 characters of the “Description of Service” will appear in the Quick View.
F. Copy and paste, or type a brief description of your service in the “Description of
Service” field. Text can be formatted with bold and italic by selecting the text and clicking the “B” for bold or “I” for italic buttons. Numbered or bulleted lists can be created by highlighting text and clicking the corresponding icon.
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G. The options under “Text format” determine the level of control over the formatting. The “Plain text” option can be useful for removing prior formatting when copying and pasting text from elsewhere.
H. In the Action Steps fields list, complete any tabs which relate to your service. Only
fields with text entered will be visible on the site. The Custom Accordion and Custom Accordion 2 tabs are available to create a unique information category if the existing ones do not meet your needs. (See an example on Pg. 13 of a Custom Accordion currently on the site.)
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I. Click the “Apply Online” tab and it will open the “Apply Online” field. Enter or copy and paste online application information for this service into the field and format your text.
J. Click the “Apply over the Phone or in Person” tab and it will open the “Apply over the
Phone or in Person” field. Copy and paste or enter any phone contact information or the address to apply to this service, and format your text.
K. Click the “Apply by Mail, Email or Fax” tab and it will open the “Apply by Mail, Email
or Fax” field. Copy and paste or enter any phone, email, or fax contact information for applying to this service, and format your text.
L. Click the “Take Action” tab and it will open the “Take Action” field. Copy and paste or
enter any information for taking action to receive this service, and format your text. M. Click the “Custom Accordion” tab and it will open the first of two “Custom Accordion”
fields. Use one or both of these fields if you have additional information you’d like to share about your service.
a. Enter a Title, and an Icon which will be displayed next to the Title. In the “Icon” field, click in the field to display your choice for icons. Click on the Icon you’d like displayed and tab into the Accordion Text field.
b. Copy and paste, or type any information for this service in the “Accordion Text” field, and format your text.
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This is how the above example of “Login to Make Changes” appears in the Custom Accordion on the site:
N. In the Eligibility Information fields, copy and paste or enter any information on
Eligibility for this service in the “Eligibility Information” field, and format your text.
O. In the Eligibility Matrix field, click the Grid icon to create a table as shown below, to display Eligibility information if needed. This matrix can be formatted with any number of rows or columns, and will display in the Eligibility accordion on the service page. The grid will automatically have the correct color for the Top Level Category you selected above.
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P. The Alerts accordion will always appear on the service page, allowing users to subscribe to any email or text alerts that could be sent for this service. The “Alerts Header” field includes the default text “Would you like to receive text messages or emails about this service? You can opt out at any time.” You can change this informational text to better fit your service.
This is how the default Alerts Header entered above will appear on the site:
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Q. The Other Information fields are optional.
a. “Cross Promotion of Content” has two purposes.
First, each topic you click will display as a list of links at the bottom of the service page.
Secondly, your service will also be visible in the grid view when a user searches
for that term. For example: if your service is in the Top Level category of Food & Nutrition, and you choose “Child Support” in the Cross Promotion list, your service will display when a user clicks on Child Support in the main navigation drop down menu.
b. “Learn More About Service” will display as a link “Learn More” at the bottom
of the service page. You can add an external website link to this field to direct users to additional information.
R. The Service Provider Contact Information fields are all Required. This information is
not displayed on the website, but is used internally by IDHW to contact service providers when needed. Enter the name, phone number, email and organization of the Service Provider Contact.
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S. The Location Information tab is optional if your service is offered statewide. If it is
offered only in a specific location(s), you can add in the location(s). This will help users to find services offered near them when searching by zip code. It will also give you the ability to create a map visible at the bottom of the page, or to create a map that you can link to from any of the accordions or service description fields.
a. In the Display Map drop down: Only change this to Yes if you want the map to
appear at the bottom of the service.
b. Add in Service Location information appropriate to your service. You can add as many service locations here as you’d like. They will all appear as pins on a Google map when the service is published.
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T. The Language Setting field should remain Language Neutral if you are not
translating to Spanish immediately. If you do have a Spanish translation, change this field to English, and then add the Spanish translation. See Section 7 for Spanish translation instructions.
U. The Events tab does not require any information from you. If you do have events
you’d like to publish on the service, see SECTION 5 on Adding Events.
V. The Revision Information tab is optional. You can add a Log Message to document the reason for making any changes. Set the Moderation State to Draft if you have more changes to make before publishing. Or, you can change the Moderation State to Published for the service to be visible on the site.
W. Click Save. Note: Once you have published the service, it will take a few minutes
before the service is visible on the site.
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4. Add Events
Once your service page has been created, you can add upcoming events to the service. Events appear in the Events accordion on the service page. You have the option to create events as a onetime or recurring event. Live Better Idaho users have the ability to add events to their LBI calendar as well as export events to their own personal calendars. See Page 21 for an example of an Event displayed in a Service.
A. To add an event, click the “Add Content” option in the top left corner of the menu bar and select “Event”.
B. On the “Create Event” page, fill out all of the required fields and as many of the optional fields as needed for your Event.
C. Select the “Related Service” from the required drop down to choose which service this Event will be displayed within. Because you can only create Events for the Services you manage, this list will only display those Services.
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D. Add your “Event Description” in the text box, up to 320 characters. This information will be displayed in the Event Accordion in your Service.
E. Add your “Event When and Where” (Date and Location) so LBI users can find your event. The “Event Date” can display just the start date and time, or both start and end date and time. You can also select All Day event, which will remove the Time field entirely.
F. In the “For More Information” tab, include contact information for the Event. The contact’s name and website will be displayed on the Event.
G. If the user clicks on the Contact Name button displayed in Event, an email will be started to that contact person.
H. If the user clicks on the Event Website button displayed in the Event, they will be taken to the external website for the event.
I. To save a draft of your event, select “Draft (Current)” from the Moderation state dropdown.
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J. To publish this event, select “Published.” Once you select Publish and click save, your event will be visible on the service.
K. If you save the draft, you will see that your event is not yet published. You can publish it directly from the view of the draft if you are ready to publish.
L. To edit events, navigate to “My drafts” under the “My Workbench” option in the top menu.
M. To prepare a draft for publication, under Set Moderation state, click on “Change to Published.” The event is now published on your Live Better Idaho service.
N. To delete a draft, click on the title of the event to view the draft. Click on the “Edit draft” tab at the top of the draft. Scroll down to the bottom of the page and click on the “Delete” button.
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O. The next page will ask, “Are you sure you want to delete?” Click the “Delete” button.
P. To view a live event on the website, navigate to livebetteridaho.org and go to the page
for the service that was designated on the event. The event will be listed in the Events accordion for that service.
Q. Open the Events accordion, and below you will see an example of an event with a start
& end time, as well as the optional contact person and website.
a. If the user clicks on the Contact Name button, an email will be started to that contact.
b. If the user clicks on the Event Website button, they will be taken to the external website for the event.
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5. Add Alerts
Once your service page has been created, you can send alerts to subscribed users about your service via text message (SMS), email, or both. Users subscribe on your service page to receive the alerts. You will have the ability to create or update alerts only for your service.
A. To send an alert about your service, click the “Add Content” option in the top left corner
of the menu bar and select “Service Alert (Email/SMS).”
B. On the Administrative Title tab, add a title for your alert. This title is not sent to users, but will help you identify your alerts in your workbench.
C. On the Text Message tab, type or copy and paste the Text Message into the Text Message field. There is a 300character limit for Text Messages.
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D. Type or copy and paste into the Email Message text box. This message is sent via email, therefore you have more options for formatting and length of message. You can apply formatting such as bold or italic text, or switch to Plain Text editor to remove all formatting. This field is optional. If you do not fill it out, the Text Message content will be sent as both the text message and email message.
E. On the “Send To” tab, select from the dropdown the service that should receive the alert. You will only be able to select from a list of services you have permission to manage.
F. Click the “Send” button to send the text and email alert.
G. You will be directed to the review page for the alert. The alert has now been sent to the service designated. No further action is required.
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6. Add Spanish Translation Content
To add Spanish content to your service for Spanishspeaking customers, click “My Workbench” on the top navigation bar.
B. Click on the title of the service you’d like to translate, and then click on the “New draft” tab.
C. Before changing any text on the service, at the bottom of the page, change Language Setting to “English” and click Save.
D. The Translate option will now be available at the top of the page. Publish this draft before adding the Spanish translation.
E. Click the Translate tab, and then click “add” under the Operations column to add the Spanish translation
F. You will be presented with a New draft of the existing English content for your service, however the Spanish tab is underlined. You can now enter any Spanish content into the text boxes. Click the ‘omega’ button at the top far right of any text box to enter special characters such as tildas and punctuation.
G. The Language Setting box at the bottom will remain set to “English” in the translated service.
H. Click Save
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I. You will see the Unpublished service in Spanish. Set moderation state to Published and click “Aplicar” to publish the Spanish translation.
J. The Spanish version of the service will now be seen by users when they switch the site to Spanish.
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7. Using the Map Link feature
Should you require a map for your service, you can create it in your Service content at any time. You have two options for displaying your map: As a visible map at the bottom of the service, or link to it via a link in any text box.
A. To add a map via a link to a new map page, you will create a link in any of the available
text boxes.
B. Type the words that will become your link, highlight that text, and click the link icon in the top toolbar of any text box. In this example, the word ‘here’ is highlighted and will become the link to the new map page.
C. In the URL field of the Link Info Tab, type [node:maptoken] & click OK.
D. Add your location addresses in the Location Information tab near the bottom of your service when you are creating a new service or editing an existing service.
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8. Manage Content
Once an account has been created and content added, pages can be managed under “My Workbench.”
A. To edit, review, or publish a page, click the “My Workbench” tab in the left corner of the
menu bar.
B. The “My content” tab displays a list of created pages, as well as tabs for “Create Content” and “My drafts.”
C. Click on the Title of a page in the list in the sample above, and it will open an editable version of that page, example below.
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D. Click on the “Create content” tab in My Workbench and then the “Service” link to create a new service page. This is an alternate way to create a new service (rather than Clicking “Add Content” in the top menu).
E. Click on the “My drafts” tab to view the list of your drafts.
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F. Click on the name of a page to view a draft of that page in the “View draft” tab. Click on the “Edit Draft” tab to edit the page, as shown above in item “C” in this section.
G. After completing your edits, select the “Publish” option in the “Moderation state” and click “Save.” Once the page has been published, the content is live on the Live Better Idaho site.
H. To delete or remove a page, edit the page, scroll to the bottom and click Delete.
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9. Add Meta Tags
Meta tags are content descriptors that help tell search engines about a web page. When you edit your service you are able to add meta tags to improve your listing in search engine results.
A. Edit your service by going to the “My Workbench” tab and clicking on the edit link next to the title of your service.
B. Scroll down to the bottom of the edit page and look for the “Meta tags” tab.
C. You can enter meta tag text for Description and Keywords.
a. The Description is automatically filled out with whatever has been entered in the summary field for the service. Remove “[node:summary]” from the Description field and enter your own text to succinctly describe your service. The meta description is not tied to search engine rankings, but it serves as a way to advertise your page. It may increase the chances that a user will click through to visit your service. It should be shorter than 150 characters.
b. The Keywords field can be used to enter a few words that describe your service, however, the search bots no longer use these so they are not necessary.
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10. Logout
When work in the account is completed, be sure to logout to maintain security. A. Click the menu dropdown in the upper right corner of the website, and select the
“Log Out” option.
OR B. Click “Log out” in the upper right corner of the top bar.
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